WSJ Your Money Briefing What’s News in Markets: AWS Outage, Warner Plans, Earnings Movers
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Oct 25, 2025 This week, a significant internet outage by Amazon sparked concerns but surprisingly had little impact on its stock. Meanwhile, Warner Bros. announced plans to sell media assets, stirring investor reactions. The podcast dives into the standout earnings reports, with Netflix experiencing a mixed quarter, while Tesla reported a surge in demand despite a slight dip in net income. Tune in for insights on these market movers!
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Cloud Centralization Creates Systemic Fragility
- The widespread AWS outage exposed how a single cloud provider can ripple failures across travel, finance, and communication services.
- Amazon's stock, however, rose over 1% that day and gained 5% for the week, suggesting markets overlooked immediate operational fragility.
Markets Reward Dominance Over Short-Term Failures
- Despite the outage, Amazon's shares recovered quickly and ended the week up more than 5%.
- Investors appeared to focus on Amazon's market dominance rather than the service interruption.
Sale Talk Sparks Rapid Media Dealmaking Moves
- Warner Bros. Discovery's announcement that it's exploring a sale sparked a sharp market reaction and deal speculation.
- The news lifted Warner shares 11% initially and 16% on the week while pressuring Paramount's stock.